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Bank of America
BAC

Overview Fund Activity

2,062 hedge funds and large institutions have $164B invested in Bank of America in 2018 Q4 according to their latest regulatory filings, with 237 funds opening new positions, 729 increasing their positions, 894 reducing their positions, and 173 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,062
Holders Change
+47
Holders Change %
+2.33%
% of All Funds
46.02%
Holding in Top 10
204
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-4.23%
% of All Funds
4.55%
New
237
Increased
729
Reduced
894
Closed
173
Calls
$3.25B
Puts
$3.98B
Net Calls
-$723M
Net Calls Change
+$545M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$496M
2
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$466M
3
Primecap Management
Primecap Management
California
+$440M
4
Capital World Investors
Capital World Investors
California
+$294M
5
SC
Sculptor Capital
New York
+$231M

Top Sellers

1
State Street
State Street
Massachusetts
-$574M
2
Boston Partners
Boston Partners
Massachusetts
-$492M
3
ECU
Egerton Capital (UK)
United Kingdom
-$351M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$298M
5
LPU
Lansdowne Partners (UK)
United Kingdom
-$254M
Name Holding Trade Value Shares
Change 		Shares
Change %
RM
1676
Resource Management
Louisiana
$340K +$688 +28 +0.2%
AIA
1677
Arbor Investment Advisors
North Carolina
$338K -$49.2K -2,000 -13%
SCM
1678
SKBA Capital Management
California
$338K -$12.3K -500 -4%
CC
1679
Claybrook Capital
Massachusetts
$335K +$301K +12,196 +871%
WDL
1680
Well Done LLC
Michigan
$335K +$335K +13,596 New
SWM
1681
Segment Wealth Management
Texas
$334K -$125K -5,089 -27%
AB
1682
Atlas Brown
Kentucky
$333K +$29.3K +1,189 +10%
WAOTB
1683
Wealth Advisors of Tampa Bay
Florida
$332K – – –
CIC
1684
Crawford Investment Counsel
Georgia
$331K +$16.7K +677 +5%
AA
1685
Advisory Alpha
Michigan
$331K +$331K +11,640 New
BFG
1686
Beacon Financial Group
Texas
$329K -$29K -1,187 -8%
TAIM
1687
TD Ameritrade Investment Management
Nebraska
$329K +$115K +4,666 +54%
BT
1688
Brandywine Trust
Delaware
$328K – – –
PFGIA
1689
Patriot Financial Group Insurance Agency
Massachusetts
$328K +$19.2K +779 +6%
NGA
1690
Naples Global Advisors
Florida
$327K +$327K +12,708 New
AF
1691
Aldebaran Financial
$325K -$34.2K -1,389 -10%
HCM
1692
Howland Capital Management
Massachusetts
$325K -$32.9K -1,334 -9%
LPIC
1693
LeJeune Puetz Investment Counsel
Michigan
$325K – – –
TFF
1694
The Family Firm
Maryland
$325K +$1.01K +41 +0.3%
SEIA
1695
Signature Estate & Investment Advisors
California
$324K -$18.5M -753,290 -98%
CHA
1696
Cooper/Haims Advisors
New York
$324K -$9.93K -403 -3%
NAM
1697
North American Management
Massachusetts
$323K -$3.33K -135 -1%
PFA
1698
Pathway Financial Advisors
Vermont
$323K – – –
ME
1699
McIlrath & Eck
Washington
$321K +$6.31K +256 +2%
CA
1700
Capital Advantage
California
$320K -$3.79K -154 -1%
66 67
68
69 70